See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,118 | $175,202-78.2% | $149,673-74.5% | $139,434-72.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.58% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,015 | $5,474-26.7% | $4,818-16.7% | $4,751-15.5% |
| Participant deferral / active EE | $7,158 | $6,519+9.8% | $5,680+26.0% | $6,710+6.7% |
| Admin fee / account holder | $146 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |